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Caterpillar
CAT

Overview Fund Activity

1,511 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 583 increasing their positions, 542 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,511
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
34.64%
Holding in Top 10
29
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-35.56%
% of All Funds
0.66%
New
114
Increased
583
Reduced
542
Closed
90
Calls
$1.4B
Puts
$1.89B
Net Calls
-$482M
Net Calls Change
+$526M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$119M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$93M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$76.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$75.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$210M
2
EVM
Eaton Vance Management
Massachusetts
-$192M
3
Goldman Sachs
Goldman Sachs
New York
-$152M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
5
TCIM
TIAA CREF Investment Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
826
ETrade Capital Management
Virginia
$944K +$47.4K +349 +5%
IIA
827
IPG Investment Advisors
California
$941K -$362K -2,667 -28%
DHFB
828
Dixon Hubard Feinour & Brown
Virginia
$941K +$71.5K +527 +8%
IP
829
Investment Partners
Ohio
$933K -$135K -992 -13%
PTC
830
Private Trust Company
Ohio
$932K +$21.3K +157 +2%
CL
831
CPWM LLC
Washington
$927K -$1.63K -12 -0.2%
WTB
832
Washington Trust Bank
Washington
$915K -$5.7K -42 -0.6%
CT
833
Clearstead Trust
Maine
$909K – – –
TSW
834
Thompson Siegel & Walmsley
Virginia
$904K – – –
BFG
835
Barber Financial Group
Kansas
$895K -$5.16K -38 -0.6%
HW
836
Hancock Whitney
Mississippi
$894K +$4.62K +34 +0.5%
SAM
837
Sompo Asset Management
Japan
$893K +$893K +6,580 New
CA
838
Cynosure Advisors
Utah
$891K – – –
FI
839
FormulaFolio Investments
Michigan
$887K +$887K +6,541 New
H
840
HoyleCohen
California
$880K -$375K -2,759 -30%
CRC
841
Curi RMB Capital
Illinois
$878K -$11.9K -88 -1%
MSAM
842
Moloney Securities Asset Management
Missouri
$876K +$100K +740 +13%
CONA
843
Capital One National Association
New York
$875K +$57.1K +421 +7%
DWT
844
Dorsey & Whitney Trust
South Dakota
$874K +$49.2K +363 +6%
DPIM
845
Duff & Phelps Investment Management
Illinois
$869K – – –
FAIM
846
Financial Advocates Investment Management
Washington
$869K +$50.9K +374 +6%
PFP
847
Pinnacle Financial Partners
Tennessee
$863K +$127K +935 +17%
HSA
848
HBK Sorce Advisory
Pennsylvania
$860K +$115K +844 +15%
WAP
849
Wealthcare Advisory Partners
Pennsylvania
$859K +$98.3K +725 +13%
CAMG
850
CWA Asset Management Group
Florida
$857K +$134K +987 +19%
32 33
34
35 36